Bryant v. Plummer

90 A. 171, 111 Me. 511, 1914 Me. LEXIS 20
CourtSupreme Judicial Court of Maine
DecidedApril 16, 1914
StatusPublished
Cited by12 cases

This text of 90 A. 171 (Bryant v. Plummer) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bryant v. Plummer, 90 A. 171, 111 Me. 511, 1914 Me. LEXIS 20 (Me. 1914).

Opinion

Philbrook, J.

Bill in equity for the construction of a certain portion of the last will and testament of Hiram T. Plummer. The single question which the parties submit to the court relates to the construction of the twenty-seventh paragraph of the will which is as follows:

“27th. All the rest, residue and remainder of my estate, of whatsoever name or nature and wheresoever situated, of which I may die seized or possessed, or to which at the time of my decease I may be in any way entitled, including all and any of the foregoing legacies, devises and trust provisions, which may in whole or part lapse or for any reason fail, I dispose of as follows:
“I give, bequeath and devise one-third of the whole of said residue and remainder of my said estate to my beloved wife, Louisa S. Plummer; to have and to hold the same to her, her heirs and assigns, forever.
“I give, bequeath and devise one-third of the whole of said residue and remainder of my said estate to my beloved children, Edna Mabel Davis and John M. Plummer, share and share alike, to have and to hold the same to them,their heirs and assigns, forever.
[513]*513“I give, bequeath and devise the remaining one-third of the whole of said residue and remainder of my said estate to my trustees hereinafter named, upon trust to manage and invest said trust property according to their best judgment and discretion for the period of ten years from my death, with full power and authority either to permit said trust property to continue in the state in which it shall be found at my death, or to convert it, or from time to time parts of it, into money, and to invest and re-invest said proceeds, together with the income, accumulations and gain therefrom resulting, as said trustee may think expedient, but in trust, nevertheless, as herein provided. At the expiration of said period of ten years from my death, said trustees shall convey, transfer and pay over said trust property with the net income and accumulation thereof, free of trust, to my beloved children, Edna Mabel Davis and John M. Plummer, share and share alike; to have and to hold the same to them, their heirs and assigns, forever.”

The testator died December 26, 1902. His son, John M. Plummer, died July 26, 1904, which date was before the expiration of the ten year period subsequent to the death of the testator, as will be readily seen. The daughter, Edna Mabel Davis, mentioned in the will, still survives as Edna Mabel Waterman, and is one of the defendants. The real contention is over the meaning of the last clause of the above quoted paragraph. John M. Plummer left no children but left a widow, M. Alice Plummer. The administrator of his estate, together with his widow, contends that the interest of the two children, Edna Mabel Davis and John M. Plummer, in the final third of the residue, vested in them upon the death of the testator and that the half thereof, which would have belonged to John M. Plummer, had he survived the period of ten years, now makes part of his estate. The daughter of the testator, Edna Mabel Davis (Waterman), states her contentions as follows:

I. The equitable interests which testator created for his two children in this final third of the residue were contingent upon their surviving the period fixed by him, or if vested were subject to being divested by death.

II. The bequest to the two children being in the nature of a joint tenancy or a “class” bequest, the entire equitable interest vests in Edna Mabel Davis (Waterman) as the survivor.

[514]*514III. If the court should be of opinion that the bequest was contingent, but that there is no survivorship in the daughter, and a trust results to testator’s heirs, then those heirs should be determined as of the date of the expiration of the ten year period, and not of testator’s death.

It is an elementary, fundamental and prevailing rule, which must govern in the construction of a will, that the entire document should be carefully examined, parts compared with other parts, provisions considered with reference to other provisions, and, from the whole instrument, from all that it discloses, relative to the nature and extent of the estate of the testator, the size of his bounties, the relationship, needs, conditions and environment of his beneficiaries, as well as from the precise language used in the parts over which doubts have arisen, ascertain if possible the intention of the testator when he used that language. This rule is of such long standing and wide adoption that citation of authorities would seem unnecessary.

By this standard we have attempted to weigh and measure the particular clause of this will which is before us. In the first twenty-three paragraphs of the will the testator makes bequests to brothers, sisters, nieces, nephews and to other persons related to him by marriage as well as by blood, including bequests also to persons apparently not related except by the ties of friendship, and, with the exception of bequests to two nephews, in every instance there is provided a contingency that the legatees survive the testator. He then provides a trust fund for the benefit of the daughter of his' brother, Charles M. Plummer, and carefully states the conditions under which this fund might revert and become a part of the residue of his estate. He next provides a trust fund for the benefit of Miss Ellen A. H. Mitchell, not declared to be a relative, and with equal care states the conditions under which this fund shall become a part of the residue of his estate. It should here be observed that in a codicil, made nearly a year later than the will, the same care is ■observed relative to the bequests and to a new trust fund for Susie Barrett Jones. Returning to the will itself we observe that the •testator then proceeds to consider bequests in favor of his immediate family which consists of a wife, one daughter and one son. After specific bequests to his wife of the homestead, and the personal ■estate which would tend to the enjoyment of that homestead, as [515]*515would be natural and proper, he divides all the rest, residue and remainder into three equal parts. One of those parts he gives unqualifiedly to his wife. Instead of giving one of each of the other thirds to his daughter and the other to the son, for their free, full and immediate enjoyment, he takes one of those thirds, divides it into equal parts, and gives one of these parts to the daughter, the other to the son, “share and share alike, to have and to hold the same to them, their heirs and. assigns forever.” Thus far he has dealt out even handed justice to each of his children and to the heirs of those children. The disposition of the remaining third of the residue has occasioned these proceedings. If the contention of the defendant daughter should prevail it must be because the testator at this point has abandoned his intent to deal equally with his two children and their heirs. What cause can the daughter assign for this strange inconsistency on the part of her father? We have not been shown any cause which to our minds seems decisive and controlling, and we therefore declare the intention of the father to have been to do absolute equality towards his two children and their heirs in the disposition of the last third of the residue of his estate.

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Bluebook (online)
90 A. 171, 111 Me. 511, 1914 Me. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bryant-v-plummer-me-1914.